Kim
Low

Transamerica Financial Advisors, Inc

CRD#6798917
Investment Advisor
in Pleasanton, CA

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About this Advisor

Kim Low is a financial advisor working out of Pleasanton, California with 6 years of industry experience. Low is on the advisory team at Transamerica Financial Advisors, Inc. Their career trajectory has included roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Cyberlink Inc, Muvee Technologies Inc, Rental Income, Rhema Solutions LLC and Mountain House High School. Low has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and Texas. Transamerica Financial Advisors, Inc is a financial advisory business that has its headquarters in Saint Petersburg, FL. The investment advisory business has offices in 286 locations and a total of 1,235 financial advisors. It oversees $2 billion in assets between its 59,659 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 18 charities and foundations. Of its 59,659 accounts, just 2% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Transamerica Financial Advisors, Inc offers a wide range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advisory services typically vary depending on which services the firm provides the client. However, fee types charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

6700 Koll Center Pkwy Suite 160-P
Pleasanton, CA 94566

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

CA Average: $1,855,561,029
Total Number of Employees

1,235

CA Average: 62
Total Number of Accounts

59,659

CA Average: 2,474
Average Account Size

$30,430

CA Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Kim Low Work History

Kim has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Transamerica Financial Advisors, Inc

2016 - Present (8 years)

World Financial Group, Inc

2018 - 2018 (< 1 year)

Rhema Solutions LLC

2018 - 2019 (1 year)

Mountain House High School

2015 - 2015 (< 1 year)

Cyberlink Inc

2010 - 2018 (8 years)

Rental Income

2005 - 2015 (10 years)

Muvee Technologies Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kim Low to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transamerica Financial Advisors, Inc

Qi Dong
Plano, TX
Tarl Reynoso
Orem, UT
Michael Burns
Braintree, MA
Patrick Dailey
Rancho Santa Margarita, CA
Karen Ahn
Draper, UT
James Shoblo
Colorado Springs, CO
Raul Reyes
Woodland Hills, CA
Diego Conejo
Pasadena, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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